Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 317.7%, outperforming the market by 147.5% using its optimal tax efficient rebalancing period and 10 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 9.5% S&P 500: 6.5%
Year To Date: 33.2% S&P 500: 19.5%
Beta: 1.08 Accuracy: 54.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
KBH 1/11/2019 71.52%
PHM 11/16/2018 57.91%
SCVL 8/23/2019 42.85%

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